Budget Analyst

Working title: Budget Analyst Position #:

Classification title: Business Operations Specialists, All Other

Division: Admin

Program: Fiscal

Reports to: Controller

FLSA status: Exempt: Full-Time

Schedule: Monday-Friday

Wage Range: $56,851 to $78,509 annually; depending on number of years of transferrable experience and internal equity

Organizational Overview

Serving the Yellowstone County community and south-central Montana for nearly 50 years, RiverStone Health is an essential provider of personal and public health services. Health, Education, Leadership and Protection – HELP is what we do. From medical, dental and behavioral healthcare; home care and hospice; public health services like immunizations, WIC, health promotion and restaurant inspections; and educating the next generation of health professionals, our expertise spans all ages and stages of life. Underlying principles of access, affordability, compassion and quality in all interactions, RiverStone Health improves life, health and safety for all of the communities we serve.

Job Summary:

The Budget Analyst works in conjunction with the CFO, Controller, and other financial services personnel to manage financial resources, analyze budget proposals, and ensure fiscal responsibility.

Essential Functions/Major Duties and Responsibilities:

A. Budget Analyst Duties 95%

Conduct independent financial analysis and research on program, statistical, and financial matters.

Take a proactive approach to identify problems and opportunities. Recommend solutions that support the strategic direction of the programs and organization as a whole.

Identify data required and the internal/external means to gather data.

Verify completeness and accuracy of information.

Prepare quantitative and qualitative analysis.

Analyze, evaluate, and forecast expenditure and revenue data to identify trends and opportunities.

Work in concert with fiscal and analytics staff to assess, extract, synthesize, and verify clinical and/or financial information.

Interpret data and support recommendations based on findings.

Interpret and relay complex financial information to appropriate staff.

Collaborate with fiscal staff to assist in developing organizational budget. This includes using actual financial and operational results, historical data, and trend analysis.

Perform cost-benefit analysis to compare operating programs.

Assist in developing, implementing, and monitoring financial and operational performance measures.

Evaluate monthly financial performance against forecast.

Identify, suggest, or implement improvements to programs and services.

Non-Essential Functions/Other duties as assigned

5%

Perform other duties as assigned in support of the RiverStone’s mission and goals.

Education and Experience:

Minimum Qualifications

Bachelor’s degree in finance, accounting, or closely related field.

Three years of financial management experience.

Demonstrated business development and computer-based financial systems experience.

Advanced Excel skills and fluency in financial modeling; experience with Tableau, Power BI, or similar tools.

Any combination of experience and training which provide the equivalent scope of knowledge, skills, and abilities necessary to perform the work.

Preferred Qualifications:

CPA and/or MBA or advanced finance degree depending upon needs of the organization.

Experience with or knowledge of Medicare and Medicare compliance issues, Medicaid and Medicare compliance issues, grants management and compliance, regulations applicable to federally qualified health centers, and various governmental (e.g., Montana Code Annotated) and/or healthcare related regulations and reporting requirements.

Certificates, Licenses, Registrations:

Valid State of Montana Driver’s License in good standing

Knowledge, Skills, and Abilities:

Knowledge of accounting and auditing principles, statistics, budgeting, analytical techniques, forecasting, and cost projection principles.

Attention to detail and critical thinking skills

Policy Development/Program Planning Skills

Communication Skills

Financial Planning and Management Skills

Leadership and Systems Thinking Skills

Customer Service Excellence:

Doing things right the first time

Making people feel welcome

Showing respect for each customer

Anticipating customer needs and concerns

Keeping customers informed

Helping and going the extra mile

Responding quickly

Protecting privacy and confidentiality

Demonstrating proper telephone etiquette

Taking responsibility for handling complaints

Being professional

Taking ownership of your attitude toward Service Excellence.

Supervision:

No Supervision

Physical Demands and Working Conditions:

Work is mainly performed on a computer up to 8 hours per day.

Create and maintain a safe/secure working environment by adhering to safety, security, and health requirements. Integrates injury, illness, and loss prevention into job activities by attending any necessary training and implementing best practices.

Freedom to Act & Decision Making:

Work is structured by clinic fiscal regulations and established financial practices.

The work is performed under the supervision and direction of the Controller and considerable leeway is granted for the exercise of independent judgment and initiative.

Communications & Networking:

Works closely with other fiscal services team members.

Works with program managers as needed.

Respond effectively during conversations with programmatic staff.

Responsible for maintaining confidentiality and sharing only information relevant to inquiries.

Professional communication style with vendors and employees.

Budget & Resource Management:

Not applicable